Understanding how Grade My Investments generates, organizes, and delivers comprehensive financial reports.
OUTPUT FILE HIERARCHY
rendering diagram…
flowchart TB
JOB[Job Root<br/>Job-64-20260326-160457]:::app
GC[globstats-combined<br/>xlsx - html]:::data
GT[globstats-target<br/>xlsx - html]:::data
ML[ml-forecasts<br/>xlsx - html]:::data
LIST[Symbol List Folder<br/>e.g. Mag 7]:::svc
GL[globstats-Mag 7<br/>xlsx - html]:::data
RPT[Reports subfolder<br/>batched 1-7]:::svc
RAW[Raw Data subfolder<br/>batched 1-7]:::svc
SYM[symbol-report-SYMBOL<br/>xlsx - html per stock]:::app
JSON[SYMBOL-raw-data<br/>json per stock]:::ext
NOTIFY[Notification<br/>Email - SMS - In-App]:::sec
JOB --> GC
JOB --> GT
JOB --> ML
JOB --> LIST
LIST --> GL
LIST --> RPT
LIST --> RAW
RPT --> SYM
RAW --> JSON
JOB --> NOTIFY
classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;
Job folder structure showing how global, per-list, per-symbol, and raw data files are organized in Azure Blob and local downloads.
Report Generation Pipeline
Core Value: Grade My Investments' report generation is the heart of the system, transforming raw market data into actionable investment insights.
Generation Workflow
Job Initiation: User submits symbol list for analysis
Data Collection: Market data fetched from multiple sources
Analysis Engine: Multi-threaded processing of financial metrics
Report Generation: Excel, HTML, and JSON formats created
Storage & Delivery: Files stored in Azure Blob, notifications sent
HTML ↔ Dashboard Parity
HTML reports now match the web dashboard one-for-one — same charts, same metrics, same forward projections — so a customer who downloads the HTML and a customer who logs into the dashboard see exactly the same view. Per-symbol Excel workbooks include 4 dedicated forward-projection sheets driven by the shared ProjectionCalculator, alongside the historical analysis tabs.
Report File Structure
Excel Report Organization
Worksheet
Content
Purpose
Summary
Portfolio overview and key metrics
Quick snapshot of all holdings
Detail Analysis
In-depth metrics for each symbol
Comprehensive technical indicators
Performance
Historical performance data
Track gains/losses over time
Risk Analysis
Volatility and risk metrics
Portfolio risk assessment
Charts
Visual representations
Graphical analysis of trends
File Naming Convention
symbol-report-{SYMBOL}.xlsx / .html
Per-symbol report. Example: symbol-report-AAPL.xlsx, symbol-report-AAPL.htmlglobstats-combined.xlsx / .html
Combined global statistics across all symbols
globstats-target.xlsx / .html
Target-focused global statistics
globstats-{ListName}.xlsx / .html
Per-list global statistics. Example: globstats-Mag 7.xlsxml-forecasts.xlsx / .html
Machine learning forecast data
{SYMBOL}_raw_data.json
Raw data export per symbol. Example: AAPL_raw_data.json
Supported Output Formats
Excel (.xlsx)
Full interactive reports with formulas
HTML (.html)
Browser-viewable formatted reports
JSON
Machine-readable data export
Grade My Investments Report Layout
The following screenshot shows the on-disk report output structure from Job 64, demonstrating how Grade My Investments organizes generated files:
Report Layout Analysis
This comprehensive report layout demonstrates Grade My Investments' sophisticated financial analysis capabilities:
Data Structure
Symbol Column: Stock ticker symbols (AAPL, MSFT, GOOGL, etc.)
Color-Coded Headers: Blue headers for easy navigation and section identification
Alternating Row Colors: Light/dark alternating rows for improved readability
Data Formatting: Currency, percentage, and number formatting for clarity
Conditional Formatting: Visual indicators for gains/losses and performance
Frozen Panes: Header rows remain visible during scrolling
Professional Analysis Features
Comprehensive Coverage: Multiple stocks analyzed simultaneously for portfolio optimization
Real-Time Data: Current market prices and up-to-date financial metrics
Risk Assessment: Beta and volatility metrics for informed decision-making
Performance Tracking: Historical performance data across multiple time periods
Export Ready: Professional formatting suitable for client presentations and investment committees
Real-Time Data
Live market prices and current financial metrics
Multi-Symbol Analysis
Comprehensive portfolio-wide financial analysis
Excel Integration
Full Excel functionality with formulas and formatting
Downloaded Report Files from Client Web
Local Machine Download Example
When users download reports from either the Grade My Investments Client Web application or Admin Web application, files are packaged as ZIP archives and extracted to the user's local machine. The file tree below demonstrates the actual file structure and naming conventions as they appear on the user's computer after download and extraction from either web interface.
